Case Study • Baldwin Krystyn Sherman
Creating a culture that drives sales and encourages growth
Insurance
industry
Tampa, FL
Headquarters
500+
Employees
bks-partners.com
WebsiteIntroduction
With a fresh outlook for the future, BKS needed to orient the organization with good value alignment and a collective voice to facilitate anticipated firm and employee development and growth. BKS wanted to empower colleagues to work on the behalf of BKS clients using a common language and mutually agreed upon vision, subsequently known as the BKS Azimuth. Training, growth and development were then built with the Azimuth in mind.
"We wouldn’t have the differentiated and unique culture we have today without Corvirtus.”
Lowry Baldwin, Founding Partner, BKSCreating a firm vision and defining criteria of success
BKS contacted Corvirtus to help build a well-codified set of beliefs and principles around expected behaviors from and to colleagues, their clients, insurance company partners and communities. Working with the BKS leadership team, Corvirtus helped memorialize a firm vision that created a descriptive and prescriptive document for existing and new colleagues while defining criteria of success in terms of employee growth, revenue goals and productivity measures.
Results
Corvirtus helped BKS create the BKS Aziumuth, which provides clear values and principles, promises to stakeholders, and provides a framework for measuring their culture. This framwork was connected to training, development, and learning and development plans for each employee. BKS has been recognized externally for creating a culture that drive sales, provides world-class service, encourages productivity, and promotes the brand in the communities BKS serves. Among the notable results, BKS saw on average a:
- 338% increase in employee growth, moving from 57 to 250 employees over four years
- 97.4% client retention rate (annual average over four years)
- 23% organic growth rate
- 33% total growth rate
